Private Wealth Management Group’s Meta Platforms (Facebook) META Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$475K Sell
644
-1
-0.2% -$738 0.16% 52
2025
Q1
$372K Buy
645
+57
+10% +$32.9K 0.14% 58
2024
Q4
$344K Buy
588
+53
+10% +$31K 0.13% 61
2024
Q3
$306K Hold
535
0.12% 63
2024
Q2
$270K Buy
535
+49
+10% +$24.7K 0.12% 65
2024
Q1
$236K Sell
486
-5
-1% -$2.43K 0.11% 62
2023
Q4
$174K Buy
+491
New +$174K 0.09% 73